Create a purchasing assignment rule

Automatically assign a sourcing request, negotiation, or purchase requisition to a procurement specialist user or a task fulfiller’s group based on pre-defined conditions by using a purchasing assignment rule.

Avant de commencer

To create a purchasing assignment rule, you must have set up your product catalog (with the necessary product categories, product models, and supplier products) and should be able to raise a purchase request. For more information on how to set up your product catalog, see Create a product category, Create a product model, and Add a supplier product. You should have also set up user attributes on the sys_user record appropriately.

Role required: sn_shop.procurement_administrator

Pourquoi et quand exécuter cette tâche

You can create a purchasing assignment rule to route sourcing requests, negotiations, or purchase requisitions to an individual or group, from the Sourcing and Purchasing Automation module.

Procédure

1. Navigate to All > Sourcing and Purchasing Automation > Administration  > Purchasing Assignment Rules .
2. Select New.
3. On the form, fill in the fields.
   

   Tableau 1. Assignment Rule form

   Field	Description
   Name	The name you assign to the assignment rule.
   Application	The application containing this record. In this case, it displays the default application, which is Sourcing and Procurement Operations.
   Active	Option to decide if this rule is in use.

4. Select the Applies To tab and fill in the fields.
   

   Tableau 2. Applies To form

   Field	Description
   Table	Name of the table for which conditions must be set.
   Conditions	Combination of conditions that must be met before the task is assigned to a user or group. You must add at least one filter condition, select a field type, and specify a value, for the condition to be set. Remarque : The rule is applied only if the task is not already assigned to another user or group.

5. Select the Assign To tab and fill in the fields.
   

   Tableau 3. Assign To form

   Field	Description
   User	The user to whom the task is assigned.
   Group	The group to which the task is assigned.

6. Select the Script tab and fill in the fields.
   

   Tableau 4. Script form

   Field	Description
   Script	A script to further customize the assignment rule. Scripts provide access to the current pool of variables.

7. Select Submit.